🔹Match transaction with books / Explain a transaction
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Last updated
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Explaining a transaction helps to match the bank transaction with SimpleAccounts account. Moreover, it aids in accurate auditing to give insightful reports. E.g., Profit and Loss Report.
To match transactions with books:
Go to Banking --> Bank Account.
Click on bank account number for which you need to explain transaction.
Click on Not Explained under Status of the transaction.
Enter the Transaction type and Category.
Click on Explain